PI and EDR membership should be kept until AFSL cancelled
Money Management | 18 January 2022
Chartered Accountants Australia and New Zealand (CA ANZ) has advised its members cancelling their Australian financial service licence (AFSL) to maintain professional indemnity (PI) insurance and membership…
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The major issues for SMSF professionals in the Quality of Advice Review
SMSF Adviser Podcast | 9 February 2022
Hosts Aaron and Miranda are joined by Bronny Speed, financial advice leader, Chartered Accountants ANZ; Tracey Scotchbrook, policy manager at the SMSF Association; Bryan Ashenden, head of financial literacy and advocacy, BT Financial Group, and Michael Davison, senior manager, advocacy and retirement policy, CPA Australia…
Exam preparation courses boost pass rate
Self Managed Super Magazine | 15 Sep 2021
The Cram 4 Exam program, offered via AccountantsIQ and led by Bronny Speed, has resulted in…
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Our Partners
Key Dates
2022 Financial Adviser Exams
Exam sitting #17:
12 May – 16 May 2022
Registration: 4 Apr – 26 Apr
Exam sitting #18:
28 July – 1 August 2022
Registration: 20 Jun – 12 Jul
Exam sitting #19:
3 Nov 2022 (proctoring only)
Registration: 23 Sept – 13 Oct
Next Cram 4 Exam Courses:
Webinar Series (pre-recorded)
Turbo Half Day (pre-recorded)
Gear Up (individual)
To stay in the loop, click here and register your details.
“AccountantsIQ knows it’s a challenging time for licensed accountants. We will be right beside you with advice, guidance and support to help you to navigate and prosper into the future…”
Our Services
We help you keep to give quality advice, quickly and efficiently and make running your licence straightforward.
Support is provided on an ongoing basis in three vital aspects of your SMSF advice business within your practice.
AFSL compliance
Ongoing Australian Financial Services Licence (AFSL) compliance through:
- Peace of mind your advice documents are ASIC compliant
- Quarterly assurance checks to protect your Limited AFSL (via Virtual Risk Manager)
- Compliance checklists and library
- Regular updates and proactive prompts
Advice templates & AFSL documents
Templates to help you quickly & efficiently create advice documents:
- Branded with your own business name & logo,
- Client-friendly & well-articulated
- Easy to use & keep up to date
Pre-advice documents
Privacy policy
Financial Services Guide (FSG) for entities & advisers
Fact Find
PLUS Client File Checklist
Communicating your advice
Statement of Advice (SoA)
Record of Advice (RoA) – letter & e-mail
Execution only letter
Documents to help you to run and protect your Limited AFSL:
AFSL Pro formas
Add/remove a representative
Letter of authority
Conflicts of interest policy
RoA policy
Compliance meeting proforma
AFSL checklists & registers
Representative register
Soft dollar register
Complaints register
Breach register
Conflicts of interest register
Checklist for RM’s adding a representative
SMSF technical support
Maintain and enhance your SMSF competence and expertise with ongoing technical support and training:
- Live and interactive technical CPD webinars to ensure you keep up to date with all legislation, rulings and cases relating to SMSFs
- Technical library
- Newsletters
- Help desk to provide a valuable second opinion or sounding board for your advice strategies (minimum of 4 hours per annum).
Why choose AccountantsIQ as your partner?
It's all about you...
Your brand, your logo…. Ours is a ‘white label’ solution which enables you to add your own branding to our pre-written template documents
- Simply download the documents from our website and save locally in your systems
- Easy to tailor documents to suit your practice
- Business integration support and guidance regarding systems & office procedures to maximise the benefits of your licence
AccountantsIQ is a resource for your practice. We are here to support you every step of the way.
Easy to use templates
Templates – no need to start from scratch
- Eliminate the need for internal preparation of advice documents, templates and registers
- Easily rebrand our pre-written templates and registers with your logo, and tailor them to suit your practice
Hands-on assistance to review your tailored documents to ensure they are compliant.
Dedicated Adviser Area
Secure web access to a dedicated Adviser Area within the AccountantsIQ website
- Easily download the latest templates, safe in the the knowledge they are up to date
- Access technically rxcellent strategy text covering a wide range of SMSF scenarios
- Newly legislated super reforms covered in detail
Marketing opportunities
Leverage your licence to generate new business:
-
Demonstrate your independence and your expertise to existing and prospective clients
-
Sell the benefits of good advice and ring-fence your clients
- It may be timely to also review health, insurance, cashflow and estate planning issues
Market leading support
AccountantsIQ take a hands on approach and prides itself on its personalised service.
- Assistance with RG146 study requirements
- Review of tailored templates until you feel comfortable using them
We also facilitate ongoing technical support and training provided by our partner, Heffron, a recognised market leader in SMSF including:
- Live and interactive technical CPD webinars to ensure you keep up to date with all legislation, rulings and cases relating to SMSFs
- Technical library
- Newsletters
- Help desk to provide a valuable second opinion or sounding board for your advice strategies
Protect your client's privacy
Client data and privacy of information is protected.
- AccountantsIQ does not have access to your client data at any time
- We simply maintain up to date master templates from which your version would be prepared and stored locally by you
Our Team
Bronny Speed
BEd Grad Dip Acc CA CFP
AccountantsIQ – Founding Director
Bronny is the Founding Director of AccountantsIQ Pty Ltd, is a Chartered Accountant, Certified Financial Planner and a qualified maths teacher. She has over 25 years’ experience in the accountancy and advice professions. At AccountantsIQ, Bronny is the architect of our advice solutions and works actively with clients to integrate these solutions into their businesses. Prior to founding AccountantsIQ, Bronny was a Director and Responsible Manager for a boutique AFSL, and gained corporate experience as the Chief Financial Adviser at Mercer (Aust) Pty Ltd. With an excellent understanding of the advice industry, Bronny’s passion for education, financial advice and accounting are showcased through her active industry contribution and her work assisting accountants integrate financial planning into their accountancy businesses.
Andrea Manson
BSc (Hons), Grad Dip Appl Finance
AccountantsIQ – General Manager
Andrea has over 16 years’ experience working within professional & financial services organisations in business development, relationship management and marketing roles. At AccountantsIQ, she helps care for our clients and is responsible for identifying and implementing processes and innovations which enhance the way Accountants IQ delivers its services.
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